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CenterState Bank is hiring! Treasury Management Internal Sales

Treasury Management Internal Sales

Regular Full-Time Sales

0145 Downtown Plant City, Plant City, FL, US

Requisition ID : 1770

Title: CenterState Bank Logo - Description: CenterState Bank Logo

JOB DESCRIPTION

 

POSITION TITLE:  Treasury Management Internal Sales

DIVISION:  Treasury Management

REPORTS DIRECTLY TO:  Treasury Management Director
 

BASIC PURPOSE:

This position is responsible for, but not limited to, managing the entire Treasury Management referral system to ensure that referrals are entered and routed correctly to the appropriate sales officer and internal departments throughout the sales cycle.  This person will support the Treasury Management sales efforts by interacting with the Treasury Management Sales Officers (TMSO), Commercial Banking Relationship Managers (RM) and Branch Managers to coordinate, supervise and monitor the setup, installation, implementation and subsequent level of service.

ESSENTIAL FUNCTIONS:

This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:

  • Provide administrative/sales support to the TMSOs
  • Responsible for the entire TM Referral System workflow
  • Manage all TM Support Portal tickets/questions related to analysis fees and core system configurations
  • Maintain up-to-date knowledge of all TM products, services, policies and procedures in order to assist employees and customers accordingly
  • Responsible to speak with employees and customers in a professional manner (via phone and email) about all TM products, services, policies and procedures
  • Assist in the development of sales campaigns for new and existing products, ensure roll-out is done effectively and results are charted and evaluated
  • Assist TMSOs, Commercial RMs and Branch Managers by calling/emailing clients to help in the sales process
  • Help to identify and analyze customer needs by reviewing bank and analysis statements
  • Responsible to maintain an in-depth knowledge of all TM products
  • Ability to cross-sell all TM products and services
  • Prepare customized professional sales presentations and proposals that are responsive to individual customer needs
  • Assist the TM Operations, Documentation and Support teams with customer  paperwork
  • Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
  • Provide assistance to other employees by liaising with them through healthy and positive interactions
  • Be involved in performing marketing endeavors/efforts
  • Continuously update skills by participating in professional training
  • Seek opportunities to improve skills through cross-training offered by the Bank
  • All other tasks, responsibilities or duties, as directed by management

OTHER SKILLS/QUALIFICATIONS:

  • Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
  • Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
  • Must have good knowledge of business English, including spelling and punctuation
  • Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers
  • Must be well-organized, accurate, and attentive to detail
  • Must be cooperative and willing to assist coworkers and customers on a regular basis
  • Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
  • Must possess excellent multi-tasking skills and be able to function well under pressure
  • Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
  • Must have a keen eye for detail and follow instructions to the letter
  • Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times

ESSENTIAL PHYSICAL DEMANDS:

  • Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each work day
  • Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift
  • Must be able to walk frequently throughout the day
  • Must be able to hear and communicate with coworkers and customers throughout the day
  • May need to lift up to 25 pounds one to two times a day to perform jobThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Position may require regular before/after normal business hours, or regular out-of-town travel.

WORK ENVIRONMENT:

  • Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank’s grooming and dress codes
  • Must demonstrate excellent interpersonal skills with customers and coworkers
  • Must be willing to function as a team member
  • Must be willing to demonstrate commitment to CenterState Bank’s mission and goals

MINIMUM QUALIFICATIONS:

  • High school graduate with at least six months of banking experience
  • Good knowledge of banks products and procedures
  • Good written, oral and analytical skills
  • Good working knowledge of personal computers
  • Good working knowledge of Microsoft Outlook, Word, Excel and Adobe Acrobat
  • Problem solver, resourceful, independent
  • Works at faster than average pace
  • Optimistic, enthusiastic
  • Attentive to details
  • Organized, careful. Multi-tasked
  • Confident, competitive, communicative

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.  The requirements listed above are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.

 

 

CenterState complies with federal and state banking laws, such as the Bank Secrecy Act (BSA), USA PATRIOT Act, and other related anti-money laundering/anti-terrorist financing initiatives.  The Bank has established a Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control (BSA/AML/OFAC) Compliance Program and employees are expected to adhere to federal and state banking laws, as well as the Bank’s procedures and/or internal controls. The Bank will terminate the employment of employees who fail to comply with banking laws and/or the Bank’s procedures/controls.

 

CenterState Bank is an equal opportunity employer and does not discriminate against applicants or employees on any unlawful basis, including race, color, religion, gender, sexual orientation, marital status, age, national origin, ancestry, gender identity, disability, genetic testing, service in the military, citizenship status or any other characteristics protected by federal, state or local law. CenterState also prohibits unlawful harassment of applicants/employees based on these protected categories.

 

CenterState complies with The Americans with Disabilities Act (“ADA”) and state and local disability laws and will provide reasonable accommodations to qualified individuals with disabilities, unless doing so will cause an undue hardship. The Bank encourages employees/applicants who believe they need reasonable accommodations to contact the Human Resources Department at 863-595-1300

 

ACKNOWLEDGMENT______________________________________

I have received and reviewed a copy of the attached Job Description.  I understand that I am expected to perform the duties of this position, and, in the event that I am unclear about the position’s requirements, I will contact my supervisor or Human Resources as soon as possible for clarification.